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Documents: a real client binder and an in-app viewer
Documents should be organized the way a preparer actually reads them, not as a flat pile. The request list is now sectioned into a real tax-return checklist, and the staff and client views match so everyone is looking at the same structure. Every client and engagement has a navigable binder, files open in place in a sandboxed in-app viewer instead of only downloading, and you can hand a client a secure read-only link when you need to share.
A sectioned request list
The open items are grouped like a real tax-return checklist, the same on both sides.
- →The request list is grouped into a real tax-return checklist (income, deductions, credits, payments, state, payroll, sales, purchases, bank, and more).
- →The staff and client views match, so you and the client are always reading the same structure.
A navigable client binder
Each client and engagement has a binder you can move through by section or by type.
- →A per-client and per-engagement binder has a left index you can toggle between Section and Document type.
- →An in-app sandboxed viewer opens PDFs and images in place on the staff client page, the engagement page, and the portal.
Sharing, read-only and controlled
When you need to hand a file out, the link is secure and yours to scope.
- →A secure read-only share link lets you share a document with optional expiry and an optional password.
Fixes & improvements
- •Files now open in an in-app viewer instead of only downloading.
- •The staff and client request-list views are now identical, so there is no structure drift between them.